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Duty of Confidentiality?
I am the Executor for my late father's Estate and have
recently sent Final Accounts to all residual beneficiaries. One of them is now demanding to see his bank statements for several months before he died and I've told her I won't allow her to see them
since: a) they are nothing to do with the Estate as they date to
before…
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Joint Deed - not transferred on first death - how to resolve for sale
Hi MSE, Just looking for some feedback on next steps, a house in Scotland had two names on the deed, husband and wife - neither had a will. Husband passed over 10 years ago but the deed was never updated and doesn't appear to contain anything regarding a survivorship clause. Now the wife has passed away and they are…
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Estate beneficiary
Hello My Aunt passed away a few months ago and in her last will and testament, nominated my Mother as sole executor of her will and beneficiary of her estate. Upto now we’re aware of two private pensions and one investment bond account that my Aunt owned. Does anyone know if my Mother is legally entitled to these pots of…
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Transferring over V5s, vehicles and Insurance help please
Hi, My dad is in hospital. And well, he wont be coming out... I'm trying to help my mom as she's stressing about the vehicles. A. Dad is the registered keeper and holder of the insurance on their car. Mom is a named driver. If I get him to sign it over the v5 to mom, will that play havoc with the insurance? B. He owns a…
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The silence is deafening
Mum died in March, in difficult circumstances ... no-one allowed at the funeral ... awful. After enlisting the help of a probate assistance company, HM Probate was applied for in April. So far so good, but then a small technical problem arose with the home-made will, and Mum's witnesses had to fill in a questionnaire which…
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Child inheritance
Missjinty said:I need some advice. My 13 year old son and his 3 year old brother (from another mother) are sole beneficiaries to their fathers estate. He passed away intestate in October 2018. Fathers family took control of the estate and instructed solicitors to apply for letters of administration in Jan 19, this…
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Trust split
Hi, first post so try be kind ;) My mother passed away a few months ago and left her will basically to me and my brother (50/50). With an additional £5k being left to our step brother, her father died some time ago (+10 years). As it unrolled, the house had been mortgaged at his time of death (around 30k was invested with…
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POA misuse
Hi I am executor of my late Mother's will. She died in April, following a fall at my sister's home, where she'd been staying for over 2 years. During her stay there, from time to time my sister charged Mum "rent", but whenever I or my siblings (there are 6 of us in total) mentioned setting up a more formal payment, she…
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Codicil for a Will
I’d be grateful for advice. A friend, early seventies, made a will in 2000 or so, dividing her assets 50/50 between her two adult children. She remains happy with this Will. She wishes to add a small codicil, allowing 5% of her assets to go towards servicing the upkeep of an overseas property for a duration of 7 years,…
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Gaining a title for property without deeds
Hello, My father has passed away and his house (bought in the 1970s) is not registered, he has finished paying his mortgage (in 2011) but we cannot find his deeds anywhere. I have written to the bank and they can't find anything without a reference number. I am trying to prove that my dad's house was in fact his, and fully…
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Timing of Trust Dissolution following death of beneficiary who had right to live in the property
Hi, This is my first post so forgive me if I'm asking something already answered and please feel free to point me to previous posts in that case (I couldn't see anything in the last year). I appreciate any help you can give. My uncle left his house in trust to me on his death, but with the right of his partner (unmarried)…
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Paying to Overseas Beneficiary
One of the beneficiaries resides overseas. I have asked for their bank details so that when the time comes I can remit funds. As this beneficiary is my (estranged) brother, I can verify their ID by video conference when I will ask them to confirm the bank details previously provided. Whilst I know he has a UK bank account,…
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House inheritance, will or marriage.
Hi I am renting a room in my old time friend's house, which she owns. I lived there for about 6 years. She would like to leave the house to me after she passes on. Also she would like to leave money from the value of the house to charity. House is worth about 400k. (300k to me and 100k to charity). She is getting some…
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Estate Funeral Costs - What can be included
I am executor for my Mum’s estate following her death in April aged 90 from Covid-19. It is a straightforward case with a bank account, her flat and a small insurance policy. I have navigated Probate, HMRC IHT (with enough forms despite it being a simple case) and even had confirmation from DWP that they have no claim and…
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Three siblings, no will, straight to cremation dispute
My dad died last week. We fell out years and years ago when I found out I had a sister (he had an affair). My brother is trying to sort out his funeral. My dad is in HUGE amounts of debt. My brother said there are piles of red final demand letters in every drawer of his (rented) bedsit. My brother suggested straight to…
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Co-op Will Writing Service - Up-selling or Good Advice?
Apologies if this is the wrong section, but I couldn't find an area for discussion about wills. My partner and I are in our 30s and expecting our first child. We've been together 5 years and are engaged. We wanted to get married this year (just an elopement), but that will likely be next year now due to Covid! We both own…
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Form IHT 402
Hi, could someone please explain why on this form they ask for the NRB of deceased spouse when we are trying to claim TNRB for my late dad now that mum has died. It was CTT then & only £64k when dad died and this transfer was not even in existence then. Many thanks for clarifying if possible.
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Needing advice please - letters of administration
When my nanny passed my mum was asked to apply for letters of administration and shes finding it very confusing, stressful and upsetting, so i wanted to find as much information as i could to try and make it a little bit easier for her. Ive been doing some research and i was feeling a bit lost about the process myself so…
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Overpayment of pension after death
When my 94 year old father died in May 2018 he was in receipt of a Civil Service pension of around £400 a month. As his sole executor, within 48 hours of his death I had used the government’s Tell Us Once service to notify all relevant parties of his death. Within ten months, probate was obtained, his house sold and his…
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House put into a trust, owner has now passed away
**Very vague and sketchy details warning** - apologies ahead of time here, as this is for a friend and I have very very limited information. I'm hoping people could at least point me in the right direction or give me the right questions to ask ** My friend's mother recently passed away. At the time of her passing, he lived…
